Alan Luo Email & Phone Number

Stowe, Vermont, Us

· Designed, integrated, and implemented client automation workflows using SQL, scripts, and APIs.· Managed the entire implementation process from onboarding to go-live, ensuring successful ETL, data validation, automation, and client training· Guided clients in defining integration requirements with expertise in business processes and accounting.· Led multiple client projects, providing strategic recommendations for financial system integration.· Managed concurrent client engagements, ensuring successful data formatting and reconciliation.· Assisted in enhancing UI/UX and testing for DataBlend platform updates, contributing to improved user experience and functionality.· Provided prompt client support, troubleshooting integration workflow errors.· Conducted client/partner training and product enablement sessions.· Contributed to improving tools and service delivery repeatability through best practices.· Assisted in identifying product growth opportunities and supported implementation partners.

New York, Us

· Implemented Datarails product suite throughout onboarding of new clients and solved technical issues.· Onboarded five clients with different use cases and went live with two with potential upsell opportunities.· Led the client implementation phase by mapping, tracing, and analyzing client data using Datarails solution.· Oversaw the integration of customer financial reporting databases QuickBooks, Sage, and Excel.· Developed and created dashboards using a Power BI replica that translated financial data on to graphs for financial reporting and to better assist FP&A professionals across all levels.· Utilized advanced excel capabilities to provide value to clients in P&L, BS, and Budgeting analysis solutions.· Actively manage and submit JIRA tickets to quickly resolve bugs and system issues for clients.· Represented the voice of customer to influence product road map and future feature implementation.· Distilled client data in to concise insights and business KPI’s through dashboards and widgets.

New York, Ny, Us

· Managed finance models for labor utilization, budgeting, forecasting, and profitability reporting.· Extract, transform, and load large data sets off cloud to offline excel data dumps for finance transformation.· Provided onboarding and training for new processes involving Excel report templates.· Managed and maintained accuracy of client finance data in system.· Budget and forecast analysis to accurately track revenue performance and provide variance commentary.· Managed billing and accurately input submissions for payment.

New York, Us

• Analyzed budget and direct client cost variances and entered journal entries to input monthly changes for month end close • Conducted variance analysis of actual monthly direct client costs to budgeted direct client costs • Compiled data from multiple sources to build easy to read financial analysis reports and templates for management • Forecasted and adjusted annual client profitability throughout the year based on ongoing costs • Collaborated with Operation and Account Leads to ensure accounts receivable is current and accurate • Built and provided labor analysis, direct client cost reports, and client for client reconciliation • Provided personnel and benefits allocation for client profitability reports and prepared quarterly direct client costs budget projections • Created and reported on monthly direct client costs expenses and intercompany direct client costs expenses to ensure accuracy and budget alignment • Audited and approved travel and expense reports

Paris, France, Fr

· Manage and maintain all vendor relations and payments and resolve media payment discrepancies for Zenith Media, Apex, and Starcom Miami· Analyze agency billing, and collections reports to confirm client payments· Compile daily cash reports to track company cash flow· Process vendor payments, bank transactions, and intercompany cashless payments on SAP

New York, Ny, Us

· Acted as a liaison between tax departments for database management, tax e-filing, and tax collations· Assembled corporate and individual tax return collations in accordance with tax compliance guidelines· Managed entity accounts to ensure all system accounts were properly set up· Ensured e-file processes were completed by tracking and fixing any errors post submittal

New York, Us

Accounts Payable Clerk, New York, NY Pivotal in supporting the Operations with invoice reconciliation and ensured invoices were paid out correctly for year end deadline Cleared invoice discrepancies for digital radio advertisement invoices on Mediabank Created Invoice Rewrite reports which were sent to the Treasury department for payment processing Exported data to excel from Mediabank and used vlookup to populate data necessary for client review

New York, Ny, Us

Supported the Tax Compliance Department during the Corporate and Individual extension deadlines by assembling corporate and individual tax return collations, e-file processing, and tracking of final tax returns Assembled corporate tax return collations by following tax compliance guidelines Used GoRS to submit electronic tax returns to Thomson for transmission to the appropriate federal/state taxing authorities Ensured E-file process was completed by collaborating with engagement team regarding e-file rejections and submittal errors

New York, Ny, Us

Responsible for supporting the Japanese tax team during tax season by performing tax reviews and preparing tax summaries Rerun tax returns on Go System and made changes based on manager reviews Reviewed over 300 tax returns and ensured accuracy of client information to identify and rectify information errors Prepared Federal and State tax return extensions for Individual tax returns Created tax return status reports, tax summaries, and allocation sheets to be sent to clients

Saint Louis, Mo, Us

Provided operational support for branch by speaking with clients, processing checks, and sending email correspondence  Utilized quote system to provide clients with latest stock market news and technical updates